Breakout A: Private equity and the fiduciary industry 
The fiduciary sector is experiencing increasing private equity investment, market consolidation and evolving ownership models. While some view these developments as a source of innovation, capital and growth, others have concerns about independence, client service and long-term stewardship. This session explores the opportunities and risks of private equity involvement in the trust and fiduciary industry, and examines the practical impact on families, trustees and advisers. 

Breakout B: Intergenerational change and wealth transfer 
How the priorities, values and expectations of younger generations are reshaping wealth transfer strategies. From changing attitudes towards taxation, philanthropy and family businesses to differing views on ownership, succession and stewardship, families are increasingly navigating competing priorities across generations. This session explores the practical challenges and opportunities these shifts create for estate planning, trusts and long-term family governance. 

Breakout C: Forced heirship and cross-border succession 
A comparative discussion of forced heirship, undue influence and succession disputes across Latin American, US and offshore jurisdictions.